About logging external emails ✉️
If you send an email to a contact outside of Givebutter, you can easily log that email on the contact's timeline in your Givebutter dashboard! Similarly, you can log any emails that you receive from contacts/donors.
Emails logged to a contact using the BCC address or forwarding address are automatically associated with the contact record with a matching email.
The email content and any included attachments are logged in the contact's timeline as an event.
BCC vs. forwarding address 🤔
Before you get started, decide if you're going to use a BCC address or a forwarding address.
The BCC address can be added to any emails you are sending to someone that you want to log into the receiver's contact record.
The forwarding address should be used when you receive an email from someone, and you want to log that email to the sender's contact record.
Finding your BCC and forwarding addresses 🔍
Log into your Givebutter dashboard.
In the Track tab in the left side panel, click on Contacts.
Select the Actions button in the upper right corner of the Contacts page, and select Log Email.
A pop-up window will display your BBC address and forwarding address. These are unique to your account, and they are not editable.
Using the BCC address 📤
When you send an email from your email provider, add the BCC address to the BCC line of the email. The sender's email must be a user (admin or editor) on the account. The email content will be automatically recorded to the contact of the email receiver's timeline.
Using the forwarding address 📥
First, make sure the forwarding feature is supported by your email provider. To use the forwarding address, your email must meet the following criteria:
You're forwarding the latest reply email (not other parts of the email chain).
The forwarded message header generated by your email client must be present.
The email address you're using to forward the email must be a user (admin or editor) on the account.
Your email server must allow external forwarding.
Compatible email providers for forwarding 📬
Givebutter’s forwarding feature is compatible with the following email providers:
Outlook Desktop 2010-2019
Windows Live Mail
If your email client is not compatible with the forwarding feature, you will not be able to forward an email to record it in Givebutter.